Vector Wealth Management
Suzy Klapperich holds extensive experience in the financial and insurance sectors, currently serving as the Chief Compliance Officer and Financial Planning Associate at Vector Wealth Management since 2015. In this dual role, Suzy specializes in guiding clients toward a comfortable retirement while ensuring proactive relationship management. Previously, Suzy was a Senior Account Executive at AdvisorNet Insurance, focusing on personalized relationship management, business development, and revenue generation. Suzy's career began at Cigna, transitioning through various roles at Transamerica Capital Management, where responsibilities included strategic negotiations, onboarding new partners, and leading cross-functional teams. Suzy's educational background includes studies at the University of Minnesota Duluth and a diploma from Morgan Park High School.
Vector Wealth Management
Vector Wealth Management is a comprehensive wealth management firm focused on helping our clients achieve financial understanding, clarity around their investments, confidence in the future, and trust in our ability to help. Since 1993, we have helped our clients make the transition from wealth accumulation to wealth distribution. We offer a personalized investment policy and retirement income plan using SOJOURN our proprietary software application. We want to help our clients get today right! Our experience has shown us that when our clients have more confidence about tomorrow's possibilities they do a better job of enjoying today. Visit vectorwealth.com/regulatory for important disclosures about our investment advisory services. Vector Wealth Management is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and mis information may be deleted. V23261048